Ronaldo M Shirey

Employer firm

Eagle Strategies LLC CRD 110826

$32.0B regulatory AUM 6,662 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2013 → Present
  Nylife Securities Llc
  Tulsa, OK
• 05/2012 → Present
  New York Life Insurance Company
  Tulsa, OK
• 04/2020 → Present
  Eagle Strategies Llc
  Ft Gibson, OK

Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products.; 801 S. Lee Street, Fort Gibson, OK 74434; Start Date 03/2024; Role/Title: Partner; Investment Related; 3 hours per month; 3 hours per month during securities trading hours] [Shirey Financial Group; S Corp to house employees of Ron Shirey. Business purpose, financial services ; 801 S. Lee Street Fort Gibson, OK 74434; Start Date 01/2024; Role/Title: Owner; Investment Related; 100 hours per month; 100 hours per month during securities trading hours] [NYLARC Holding Company, Inc.; Reinsuring the life insurance that I write with New York Life; 51 Madison Avenue, New York, NY 10010; Start Date 01/2024; Role/Title: Shareholder; Investment Related; 1 hours per month; 1 hours per month during securities trading hours]

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-03-17
• S63 Uniform Securities Agent State Law Examination
  2013-09-23

Other Names

• Ron M Shirey
• Ronaldo Michael Shirey